Order Report Report for Shopify
The Order Report is designed to offer a detailed snapshot of each customer order, facilitating effective tracking and management of sales activities.
5 from 1,800+ merchants
2,000+ data fields
Trusted by 40,000+ Shopify stores
Updated June 2026
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Why this report matters
The order list in Shopify admin is built for working one order at a time, not for analysis. The moment you want “every order with a gift card, by location, last quarter, with refunds,” you’re exporting CSVs and stitching them together.
Shopify’s detailed order reporting also sits behind the Shopify/Grow plan and up, and saved custom views require Advanced or Plus. For a growing store that’s a real ceiling on a question you ask constantly.
A proper order report flattens all of it — header fields and line items — into one filterable table. That’s the difference between answering a finance or support question in 30 seconds and spending the afternoon in spreadsheets.
What’s included
Order header
Order name & date
The order reference and the timestamp it was placed.
Customer & email
Who placed the order; the email used to find and contact them.
Sales channel & location
Origin channel and the assigned fulfillment location.
Staff
The staff member attributed to the order — essential for POS and assisted sales.
Heads up: Staff attribution is most complete for POS orders; online orders may show no staff member.
Line items
Product / variant / SKU
The specific item, variant, and SKU on each line of the order.
Example: “Merino Crew – Navy / L – SKU MC-NVY-L”.
Quantity & price
Units and unit price per line, the basis for the order subtotal.
Formula: Line total = Unit price × Quantity
Money
Subtotal, discounts, discount code
Pre-tax/shipping total, the discount applied, and the code used.
Example: Subtotal $120, code SPRING15 −$18.
Shipping & tax
Shipping charged to the customer and tax collected on the order.
Gift card
Amount paid via gift card, separated from other tender.
Refunds
Value refunded against the order, partial or full.
Heads up: A partial refund leaves the order “paid” overall; filter on refund amount > 0 to find them all.
Order total
The final amount after discounts, shipping, tax, and refunds.
Formula: Order total = Subtotal − Discounts + Shipping + Tax − Refunds
Status
Financial status
Paid, pending, partially refunded, refunded, or voided.
Fulfillment status
Unfulfilled, partial, or fulfilled — the operational sort key.
Tags
Order tags for segmenting wholesale, subscription, pre-order, or fraud-review flows.
Who uses this report
Operations manager
Finance
Support lead
Wholesale manager
How to read the report
- Filter before you read. The power is in the filters — location, tag, discount code, refund > 0. A raw dump of every order teaches you nothing.
- Reconcile total from its parts. If order total doesn’t equal subtotal minus discount plus shipping and tax minus refund, something’s mis-tagged — usually a manual edit.
- Use Paid + Unfulfilled as the work queue. It’s the same pairing the warehouse lives in; sort on it and the day plans itself.
- Read refunds as a pattern. Cluster refunds by product or reason and you’ll often find one SKU driving the bulk of them.
How to build the report in Report Pundit
- Open Report Pundit in your Shopify admin and choose Create Report (or the pre-built “Order Report” template).
- Set the data source to Orders, and enable line-item detail so each product line appears on its own row.
- Add header columns: Order name, Date, Customer, Email, Sales channel, Location, Staff, Tags.
- Add line-item columns: Product, Variant, SKU, Quantity, Unit price.
- Add money columns: Subtotal, Discount, Discount code, Shipping, Tax, Gift card, Refund, Order total.
- Add status columns: Financial status, Fulfillment status.
- Apply your date range, then add the filters you use most (e.g. Location, Tag, or Refund > 0).
- Run to preview, confirm a sample order ties out, and Save.
- Schedule recurring delivery to email, Slack, or Google Sheets for the teams that need it.
Customization & filters
- Toggle between one row per order and one row per line item.
- Filter by location, staff, sales channel, tag, or discount code.
- Add calculated columns such as net order value or items per order.
- Surface metafields and line-item properties (e.g. engraving text, gift notes).
- Group by customer to build a quick per-customer order ledger.
Automate & export
- Schedules — hourly, daily, weekly, monthly, or custom cron
- Delivery formats — Excel, CSV, PDF, or push to Google Sheets in real time
- Group by month or week — trends instead of a static snapshot
- Destinations — email (multiple recipients), Google Sheets, Google Drive, FTP/SFTP, Looker Studio, BigQuery
- Conditional alerts — get notified only if a channel's net sales drop more than X% week-over-week
Report Pundit vs Shopify's native Sales by Channel report
Frequently Asked Questions
Yes. Enable line-item detail and each product on an order appears on its own row, with the header fields repeated — ideal for product-level analysis and accounting.
Add a filter for Refund amount > 0. That surfaces partial and full refunds in one view, including orders that still read as “paid” overall.
Yes, where Shopify attributes one — most reliably for POS and assisted sales. Many online orders have no staff member, which is expected.
Benefits
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Granular Product-Level Insights
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Discount Analysis
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Order Tracking
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